Institute for Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
48,978
+1,481
| +3% | +$620K | 1.93% | 4 |
|
|
2025
Q4 | $23M | Sell |
47,497
-671
| -1% | -$336K | 2.43% | 3 |
|
|
2025
Q3 | $24.9M | Sell |
48,168
-653
| -1% | -$333K | 2.6% | 3 |
|
|
2025
Q2 | $24.3M | Sell |
48,821
-1,198
| -2% | -$520K | 2.71% | 3 |
|
|
2025
Q1 | $18.8M | Sell |
50,019
-342
| -0.7% | -$139K | 2.41% | 3 |
|
|
2024
Q4 | $21.2M | Sell |
50,361
-227
| -0.4% | -$96.7K | 2.66% | 3 |
|
|
2024
Q3 | $21.8M | Sell |
50,588
-298
| -0.6% | -$127K | 2.75% | 3 |
|
|
2024
Q2 | $22.7M | Buy |
50,886
+5,068
| +11% | +$2.14M | 3.05% | 3 |
|
|
2024
Q1 | $19.3M | Buy |
45,818
+389
| +0.9% | +$157K | 2.48% | 4 |
|
|
2023
Q4 | $17.1M | Sell |
45,429
-3,606
| -7% | -$1.28M | 2.77% | 3 |
|
|
2023
Q3 | $15.5M | Buy |
49,035
+62
| +0.1% | +$20.5K | 2.79% | 3 |
|
|
2023
Q2 | $16.7M | Sell |
48,973
-1,207
| -2% | -$378K | 2.81% | 3 |
|
|
2023
Q1 | $14.5M | Sell |
50,180
-330
| -0.7% | -$84.2K | 2.76% | 3 |
|
|
2022
Q4 | $12.1M | Sell |
50,510
-1,541
| -3% | -$370K | 2.55% | 3 |
|
|
2022
Q3 | $12.1M | Buy |
52,051
+93
| +0.2% | +$24.6K | 2.72% | 2 |
|
|
2022
Q2 | $13.3M | Sell |
51,958
-1,953
| -4% | -$530K | 2.62% | 2 |
|
|
2022
Q1 | $16.6M | Buy |
53,911
+1,118
| +2% | +$336K | 2.69% | 3 |
|
|
2021
Q4 | $17.8M | Sell |
52,793
-267
| -0.5% | -$86.6K | 2.89% | 3 |
|
|
2021
Q3 | $15M | Sell |
53,060
-1,818
| -3% | -$529K | 2.63% | 3 |
|
|
2021
Q2 | $14.9M | Buy |
54,878
+439
| +0.8% | +$112K | 2.61% | 3 |
|
|
2021
Q1 | $12.8M | Sell |
54,439
-1,618
| -3% | -$375K | 2.44% | 2 |
|
|
2020
Q4 | $12.5M | Buy |
56,057
+395
| +0.7% | +$84.9K | 2.48% | 2 |
|
|
2020
Q3 | $11.7M | Sell |
55,662
-348
| -0.6% | -$73.1K | 2.67% | 2 |
|
|
2020
Q2 | $11.4M | Buy |
56,010
+942
| +2% | +$171K | 2.79% | 2 |
|
|
2020
Q1 | $8.69M | Sell |
55,068
-3,284
| -6% | -$540K | 2.68% | 1 |
|
|
2019
Q4 | $9.2M | Sell |
58,352
-4,187
| -7% | -$615K | 2.08% | 2 |
|
|
2019
Q3 | $8.7M | Sell |
62,539
-7,095
| -10% | -$976K | 2.19% | 1 |
|
|
2019
Q2 | $9.33M | Sell |
69,634
-4,526
| -6% | -$575K | 2.06% | 1 |
|
|
2019
Q1 | $8.75M | Buy |
+74,160
| New | +$8.09M | 1.9% | 4 |
|
|
2018
Q4 | – | Sell |
-77,819
| Closed | -$8.86M | – | 316 |
|
|
2018
Q3 | $8.86M | Buy |
77,819
+303
| +0.4% | +$32.8K | 2.99% | 3 |
|
|
2018
Q2 | $7.66M | Buy |
77,516
+438
| +0.6% | +$42.5K | 2.44% | 3 |
|
|
2018
Q1 | $7.2M | Sell |
77,078
-204
| -0.3% | -$18.7K | 2.12% | 3 |
|
|
2017
Q4 | $6.61M | Sell |
77,282
-7,838
| -9% | -$643K | 1.53% | 4 |
|
|
2017
Q3 | $6.34M | Buy |
85,120
+4,476
| +6% | +$327K | 2.06% | 3 |
|
|
2017
Q2 | $5.57M | Buy |
+80,644
| New | +$5.54M | 1.53% | 4 |
|
|
2014
Q4 | – | Sell |
-123
| Closed | -$6K | – | 45 |
|
|
2014
Q3 | $6K | Hold |
123
| – | – | 0.01% | 54 |
|
|
2014
Q2 | $5K | Buy |
123
+10
| +9% | +$405 | ﹤0.01% | 56 |
|
|
2014
Q1 | $5K | Hold |
113
| – | – | ﹤0.01% | 66 |
|
|
2013
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 67 |
|
|
2013
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 60 |
|
|
2013
Q2 | $4K | Buy |
+113
| New | +$3.7K | ﹤0.01% | 103 |
|
Other funds holding MSFT
VCM
VPM
Institute for Wealth Management's MSFT Position: Q1 2026 in Review
Institute for Wealth Management increased its Microsoft (MSFT) stake by 3.1% in Q1 2026, buying an estimated $620K and bringing the position to 48,978 shares worth $18.1M. The position accounts for 1.93% of the portfolio, ranked #4.
Institute for Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 41 quarters since. The position peaked at $24.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Institute for Wealth Management held 48,978 shares of Microsoft worth $18.1M as of Q1 2026.
- Institute for Wealth Management bought 1,481 Microsoft shares in Q1 2026, an estimated $620K.
- Microsoft made up 1.93% of Institute for Wealth Management's portfolio in Q1 2026, its #4 holding.
- Institute for Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 41 quarters since.
- Institute for Wealth Management's Microsoft position peaked at $24.9M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.